This insightful thought by Max De Pree has inspired me as I share an important update with you. Embracing change is essential for growth, so it is with this philosophy that I inform you that my time with Alpha 1 Tax + Wealth has come to a close, and I have transitioned to Western Wealth Management - a registered investment advisor that is affiliated with LPL Financial, the largest network of independent financial advisors in the U.S.

Much like the transformative spirit captured by De Pree’s words, my move to Western Wealth marks a significant step in my professional journey. This change is propelled by my unwavering commitment to excellence and a desire to continually adapt in ways that best serve the interests of those I have the privilege of working with.

As I venture into this new role, I carry with me the same values and dedication that have always been the cornerstone of my practice. The decision to join Western Wealth will allow me to leverage a broader network of resources and expertise, as well as a larger support team with a shared commitment to excellence, thus providing a foundation for enhanced service quality and integrity in my work.

Please consider this announcement as a heartfelt notification intended to keep you apprised of the latest developments in my professional life. I sincerely wish I could have informed you of my plans in advance of this transition, but under securities industry rules and firm contracts, advisors are not permitted to tell their clients in advance if they have decided to make a move. Your trust and support have been integral to my journey thus far, and it is my hope that by embracing this change, I can continue to uphold the standard of service and professionalism you deserve.

I look forward to the future with optimism and gratitude for all that we have accomplished together. Change, while sometimes challenging, is also an opportunity for growth and renewal. It is with this mindset that I embark on this new chapter.

I will continue to share updates here, but should you have any questions, I am always just a phone call away.

Best - JD Woolley

*As a client of an independent financial advisor, it’s important that you know you have the ability and the right to choose who you work with at any given time.